An AI-Powered Financial CRM and business analytics platform, BlueMind is an innovative digital platform that can revolutionize the way you currently do business. Whether you are a financial advisor, a MGA, an AGA, or an insurance company, BlueMind’s state of the art AI technology gives you complete control of your business operations, empowering you to make smarter decisions for the benefit of your clients.

BlueMind was developed by a team of Certified Financial Planners who built the platform to address the problems they experienced in the industry. More than just a CRM, BlueMind provides all of the essential tools that you need, such as built-in compliance, needs analysis, document signature and business analytics, in one package.

With general CRMs, necessary tools cost extra or aren’t available on the platform, forcing you to purchase the tools separately. This costs money, time and can create additional difficulties and manual workarounds.

BlueMind differentiates itself from other CRMs in several ways. It utilizes Artificial Intelligence to provide accurate, efficient recommendations for your clients. Compliance reporting and documentation is automated, eliminating the need for manual processes. BlueMind also offers an analytics platform, enabling you to see how your business is performing. Essentially a smart digital office, BlueMind has all the tools you need to run your business on a centralized dashboard. Plus, it’s affordable.

Yes. You can easily import data from any other CRM to BlueMind.

BlueMind runs on Google Cloud platform which is fast, reliable and has multi-tiered security. Data stored in BlueMindis protected by several layers of encryption, ensuring the protection and privacy of your client’s data. 

Note: To ensure industry compliance, data is stored within Google’s Canadian data centers.

If you are not satisfied with BlueMind, you can cancel the subscription at anytime without any penalties or charges.